Transform your business with Addepar
Drive productivity, unify data and streamline workflows across teams with the foundational data and AI platform trusted by financial professionals globally
Drive clarity, confidence and control with an unmatched data foundation that turns data into a firm-wide AI-ready asset
Propel proactive insights and confident decision-making with secure, native AI-powered workflows across teams
Unlock operational efficiency with a solutions-oriented platform built for the way you work and the way you scale
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assets on platform
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leading firms globally
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users across 60+ markets
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R&D investment annually
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ecosystem partners
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connected data feeds
Banks
Unify client assets, scale advisor and operational capacity and turn portfolio data into a firm-wide competitive advantage
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Family offices
Transform multi-custodial data, illiquid alternatives and complex legal entities into a secure, single source of truth powering holistic portfolio management
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Fund managers
Scale your business without scaling headcount with a unified data system and a shared foundation across teams
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Institutional allocators
Spend less time reconciling data and more time investing with an institutional-grade portfolio management platform across public and private markets
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Wealth management
Scale faster, manage complex portfolios with confidence and deliver a more elevated client experience with data, workflows and reporting all in one platform
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Data
Turn overwhelming, fragment data into trusted, connected data that drives clear, actionable insights
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Alternatives
Manage complex alternatives investments with ease bringing transparency to a historically opaque asset class
Explore Alts solutions
AI
Unlock operational leverage with AI-powered insights and workflows that empower and connect teams
Learn about Addepar’s AI
See how Addepar drives operational efficiency for clients
AWM replaces proprietary system with Addepar to address rapid growth and Latam expansion
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Scaling successfully: How the Ruwenzori Invest family office upgraded its tech stack and trebled its AUM
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Beyond 60/40: How Stone Temple built and manages a 50% private markets strategy using Navigator
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